See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,932 | $99,652-65.9% | $78,778-56.9% | $147,584-77.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 23.40% | 47.28%-23.9pp | 35.62%-12.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $1,136 | $2,796-59.4% | $1,986-42.8% | $4,876-76.7% |
| Participant deferral / active EE | $2,914 | $3,664-20.5% | $2,958-1.5% | $5,439-46.4% |
| Admin fee / account holder | $2,466 | $7,155-65.5% | $5,134-52.0% | $10,885-77.3% |